Christel Marquis is a financial advisor at Stifel with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2002 to 2025. Additionally, she is a licensed notary public providing document acknowledgement services in Florida. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Thomas Gregory is a financial advisor with Ameriprise in Palm Bay, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Ameriprise Financial Advisors Inc. and then Ameriprise. Ameriprise offers a retirement-income planning service for clients nearing or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts.

Kevin Delgado is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and JP Morgan Chase Bank. Delgado is based in Viera, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Taylor Pitts is a Senior Financial Advisor with Merrill Lynch Wealth Management at the Brevard office. Since joining Merrill in 2014, Taylor has focused on providing clients with comprehensive wealth management strategies, including cash management, transitional services, and the construction, management, and reporting of customized investment portfolios. Their expertise also encompasses wealth preservation and transfer, estate strategies, and concentrated stock strategies. Taylor holds a Bachelor of Science degree in Business Administration from the University of Central Florida and is a Personal Investment Advisor (PIA). Taylor works with a diverse range of clients across the country, specializing in areas such as college education planning, corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. Outside of their professional role, Taylor is actively involved in the community through youth soccer coaching with organizations including Space Coast United Soccer Club, Port St. John Soccer Club, Holy Trinity Episcopal Academy, and Edgewood Jr. Sr. High School Soccer. They also participate in organizations like the Boy Scouts of America and the Florida Sport Fishing Association. In their free time, Taylor enjoys boating, camping, fishing, hiking, music, skiing, soccer, woodworking, traveling, and spending time with their family.

Michele Schneider is a CFP® certificant with 40 years of industry experience. She has been with LPL Financial since 2019 and previously worked at Woodbury Financial Services and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a broad network of investment adviser representatives.

Steven Esala is a financial advisor with Thrivent Investment Management in Satellite Beach, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Thrivent Financial and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic planning across various financial topics, combining planning with managed-account services while maintaining separation between the two.

Pamela Henry is a financial advisor at Stifel with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Alison Hammond is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her tenure with Merrill Lynch in September 2008 as a part-time Client Associate and has since advanced to a full-time Financial Advisor role, specializing in relationship management within a wealth management team. Alison’s expertise includes college education planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, and socially responsible investing. She focuses on understanding her clients' life priorities to help them cultivate and preserve their wealth and create sustainable income streams. Alison holds the Personal Investment Advisor (PIA) designation. Her educational background includes attendance at the Fashion Institute of Design and Merchandising and a High School Diploma from Westlake High School. Outside of work, Alison participates in community activities such as Girl Scout Troops, and she enjoys biking, cooking, gardening, interior decorating, spending time with her family, and watching movies.

Amanda Lansdell is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Raymond James & Associates and AIG Capital Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves in advisory roles to multiple registered investment companies.

Stephen Houser is a CFP® with 27 years of experience, currently affiliated with Cetera in Rockledge, FL. He has worked at Cetera since 2004 and previously contributed 11 years at Fpt Services, Inc. Outside of his advisory work, Houser is the owner of Houser Financial Group, offering tax, accounting, and financial services, and he serves as treasurer for a nonprofit organization focused on charitable and community needs. Additionally, he owns a fishing charter business. Cetera Investment Advisers LLC operates a multi-manager platform serving individual and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm’s platform includes model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.

Catalina Mejia Hensel is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2017. Outside of her advisory role, she is the managing member of CNB Consulting LLC and works as an associate at Crossleyshear. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Karina Dischler is a financial advisor at Edward Jones in Rockledge, Florida, holding a Series 66 designation with one year of industry experience. Her prior work includes five years at Moldi, LLC and four years in homemaking. She is a member of two LLCs involved in manufacturing/sales and real estate investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robbie Motty is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. He has previously worked with Avantax and 1ST Global Advisors and operates a separate CPA and wealth management practice. Cetera Investment Advisers LLC is a nationwide SEC‑registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers various portfolio management and retirement services with a range of program structures and access to both affiliated and third-party managers.

Michael Paternostro is a financial advisor at Stifel with Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Bailey is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with Primerica Advisors since 2013 and Primerica Financial Services since 2012. Outside of his advisory role, he is involved in Six Digit Yacht Club, Inc., where he serves as an office manager. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, utilizing model-delivery strategies and third-party asset managers for portfolio management.

Robert Dale is a CFP®-designated financial advisor with LPL Financial in Melbourne, FL, where he has worked since 1997, totaling 33 years of industry experience. He serves as a community development district supervisor for Viera East, a nonprofit role overseeing trails, nature preserves, stormwater management, and community property. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Darwin Carpenter III is a financial advisor at Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Conor McGee is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he works as part of the McGee Welch team. Their focus is on retirement planning and helping clients achieve their financial goals through investing and planning. Since joining Merrill Lynch in 2020, Conor has concentrated on areas including family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. Conor has lived on the Space Coast his entire life and holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Melbourne Central Catholic, an Associate's Degree from Eastern Florida State College, and a Bachelor's Degree from the University of Central Florida. Outside of his professional work, Conor is active in his community as a Boy Scouts of America Scout leader and a member of the Melbourne Rotary. His personal interests include adventure sports such as biking, boating, camping, fishing, photography, rock climbing, scuba diving, skiing, and traveling.

Maria Reza is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicole Fuhrer is a financial advisor with Primerica Advisors in Cocoa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Primerica Financial Services and PFS Investments Inc. for over two decades and has also been an ESL instructor at Inlingua Language Institute since 2015. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure.